ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $252,490 | +4.9% | 2,381 | -1.0% | 0.12% | +5.4% |
| Q1 2023 | $240,805 | -74.8% | 2,404 | -72.1% | 0.11% | -38.5% |
| Q2 2021 | $956,000 | +128.7% | 8,603 | +117.5% | 0.18% | +124.7% |
| Q1 2021 | $418,000 | -46.4% | 3,956 | -50.7% | 0.08% | -41.7% |
| Q4 2020 | $780,000 | +162.6% | 8,032 | +354.0% | 0.14% | +131.7% |
| Q4 2019 | $297,000 | +7325.0% | 1,769 | +6451.9% | 0.06% | +5900.0% |
| Q4 2017 | $4,000 | – | 27 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 180,977 | $20,110,000 | 4.37% |
| MORGAN JESS S & CO INC | 42,600 | $4,734,000 | 3.11% |
| First Citizens Financial Corp | 36,601 | $4,067,000 | 3.08% |
| MinichMacGregor Wealth Management, LLC | 76,514 | $8,502,000 | 2.98% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 24,816 | $2,758,000 | 2.66% |
| Modus Advisors, LLC | 43,988 | $4,888,000 | 2.06% |
| Cadent Capital Advisors, LLC | 37,856 | $4,207,000 | 1.75% |
| Kesler, Norman & Wride, LLC | 55,576 | $6,259,000 | 1.44% |
| PLANNING DIRECTIONS INC | 14,943 | $1,660,000 | 1.21% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,935,346 | 1.15% |